See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,725 | $228,332-93.6% | $185,823-92.1% | $158,922-90.7% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 16.50% | 40.80%-24.3pp | 35.95%-19.4pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,167 | $4,967-76.5% | $4,087-71.4% | $4,761-75.5% |
| Participant deferral / active EE | $1,865 | $6,415-70.9% | $5,632-66.9% | $5,982-68.8% |
| Admin fee / account holder | $71 | $11,864-99.4% | $9,500-99.2% | $11,246-99.4% |